CRM & Sales Hub

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    • Just curious if anyone has used HubSpot for a mentoring program. I'm looking for a way to give mentors visibility to their mentee's HubSpot records without adding them as users. I could add them as users now as we only have 3 mentors, however there are plans to expand to as many as 100 mentors and that is a lot of users! Another idea I had was to customise the customer portal and provide access to the mentors via password. The mentors are alrea ...read more
    • I am reaching out to see if there is a way to mass dwngrade many deals and add the correct lines items and close win new upsell opportunities across many courses from a list? ...read more
    • Hey HubSpot community, some of the emails that are logged into Hubspot via the Outlook extension are duplicated as in the screenshot below. What could be a problem and how is it possible to resolve it? ...read more
    • Hi Hubspot Community, I have almow 100 meetings which are not associstated to a contact or company. I want to delete these metings, or at least alter the Starting Date so they do not show up in reportes (and mess up my KPI's). Root cause is probably a faulty import. Since no contact or company is associated, they do not show up in Contact or Company views, list or workflows. I can build reports, e.g. for exporting all Redord IDs of the meeti ...read more
    • I'm in the process of setting up a workflow that creates a new onboarding deal from another pipeline. The initial workflow worked well, and then I added all the properties I wanted to copy up to the existing deal. When I saved, I got this error: It took ages to copy up all the needed properties, and I can't save the workflow. Nothing else is red or highlighted to change within the rest of the workflow. W ...read more

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sjudson on December 04, 2023
Summary Microsoft recently announced a new version of Outlook that does not support VSTO add-ins, and with that its intention to move away from the VSTO add-in framework entirely. This announcement naturally impacts the HubSpot Sales VSTO read more
14 upvotes
0 Reply
Keegan4123 on November 03, 2024
I have a contact property that defines customer type. Some customers fall into multiple categories and others are only 1. I have it setup to multiple select which enables reporting. With the new leads pipelines options. I want to create some autom read more
0 upvote
1 Reply
Hall of Famer | Partner
November 03, 2024
Hi @Keegan4123 , Currently, as you already found, you can either clear, replace, and append. Anything you want to set up has to follow those '...read more
CDeMares on November 03, 2024
I have a non-HubSpot form on my website for career applications, which includes a field for CV uploads. The form syncs contacts and information into HubSpot. Is there a way to filter or categorize CV files in HubSpot by position keywords (e.g., 'Mar read more
0 upvote
1 Reply
Hall of Famer | Partner
November 03, 2024
Hi @CDeMares , Not that I know off, no. Files on records cannot be searched and there aren't any file-specific workflow actions, so no categor...read more
EranRickman on November 03, 2024
Hello everyone, We are using Salesforce as a CRM and HubSpot enterprise marketing hub. I would love to know what are some best practices for handling and managing disqualified leads and closing lost deals. Because we're using Salesforce - HubSpo read more
Solved
VCunningham2 on November 01, 2024
So hubspot is creating a calendar invite automatically to anyone who goes onto my calendar -- its linked to outlook. Problem tho is it doesnt put a teams meeting link in the invite. Do I change that in Hubspot and where? Or is an outlook thing?? read more
0 upvote
1 Reply
Hall of Famer | Partner
November 01, 2024
Hi @VCunningham2 , It's a HubSot Teams integration and meeting link setting, you can find the instructions here: https://knowledge.hubspot.co...read more
KLangford2 on November 01, 2024
I have imported a list to Hubspot of a group that I work with. I am sending them an email and want to log it from my gmail. BUT it is only going to log to 14 of the 40 contacts. I don't understand why it is not working. Some of the people d read more
0 upvote
2 Replies
Contributor | Platinum Partner
November 02, 2024
Hey @KLangford2 , Are you the contact owner? If not, your settings may be restricting you from logging those emails.  
MColborn on November 01, 2024
Has anyone successfully linked their CAKE account to HubSpot?
Community Manager
November 01, 2024
Hey @MColborn , happy Friday! Integrating CAKE with HubSpot can be done, but it typically requires custom integration, either through HubSpo...read more